JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $301,000 | +17.6% | 22,800 | -19.4% | 0.28% | +3.7% |
| Q1 2020 | $256,000 | -59.2% | 28,302 | -1.7% | 0.27% | -45.4% |
| Q4 2019 | $628,000 | 0.0% | 28,802 | +6.7% | 0.50% | -6.0% |
| Q3 2019 | $628,000 | -42.5% | 27,002 | -37.9% | 0.53% | -43.5% |
| Q2 2019 | $1,092,000 | -31.5% | 43,469 | -30.4% | 0.94% | -35.5% |
| Q1 2019 | $1,594,000 | +24.3% | 62,469 | +8.8% | 1.45% | +12.6% |
| Q4 2018 | $1,282,000 | – | 57,419 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |